Administrator - Mortgage Dept

Job Description:

Administrator – Mortgage Department

Leicestershire (our ref AL1391)

Salary £25,000 - £30,000 + benefits

My client is an established wealth management company and they now have an exciting new opportunity for an experienced administrator to join their mortgage team.  This is a desk-based role providing dedicated administrative support to a Mortgage & Protection Adviser. You will be responsible for ensuring all converted cases progress smoothly, keeping both clients and advisers informed at every stage of the process.  We’re looking for someone with recent experience in a similar role and a genuine passion for delivering first-class client service.

Key Responsibilities

• Provide full administrative support to a whole-of-market Mortgage & Protection Adviser, including document preparation and business submission.
• Proactively contact qualified mortgage/protection leads, arrange client call-backs, and schedule meetings with new and existing clients.
• Liaise with advisers, lenders (including provider BDMs), and conveyancers/solicitors to ensure efficient and appropriate client handling.
• Manage converted cases alongside the adviser, ensuring all paperwork and relevant documents are accurately completed, uploaded, and stored in compliance with GDPR and internal policies.
• Maintain regular client communication via phone, email, and written correspondence.
• Independently manage workflows and tasks, meeting service level agreements without supervision.
• Interpret detailed KYC (Know Your Client) documentation to identify potential client outcomes and solutions.

Skills & Experience

Essential

• Minimum 1-year recent Mortgage Administration/Paraplanning experience.
• Experience of the mortgage process from inception to completion, preferably gained in a whole of market brokerage including the following:

• Client Onboarding
• Application Submissions
• Documentation Checking
• Completions – Lender/Solicitor/Client

• An exceptional working knowledge of Microsoft Word, Excel, Teams and Outlook with the ability to quickly familiarise yourself with our in-house back-office CRM systems
• A concise and confident telephone manner with a flexible approach to diary management.
• Excellent time management skills with the ability to prioritise and organise own workload.
• Attention to detail, able to adhere to quality standards and deliver the highest level of client service.
• You will be driven and focused with the ability to complete large volumes of tasks under pressure and on time.

Desirable - In addition to the above it would be highly advantageous if you have experience sourcing & compliance documentation including KFI and Suitability Reports

Nice to Have - Also, although not essential it would be very useful if you have experience & qualifications in:

• CeMap or equivalent
• Equity release
• Insurance processing

If this role is of interest, please apply with an up to date CV.  We aim to respond to all applications within 10 days.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us.  Full Privacy Notice can be found on our website.